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RegentAtlantic Capital’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

RegentAtlantic Capital’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-385
Closed -$9.25K – 776
2014
Q4 		$9.25K Buy
+385
New +$9.3K ﹤0.01% 928

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

RegentAtlantic Capital's PIZ Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2015, closing a stake of 385 shares — an estimated $9.25K sold.

RegentAtlantic Capital first reported a position in PIZ in Q4 2014 and held it in 1 quarter. The position peaked at $9.25K in Q4 2014. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 385 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2015, an estimated $9.25K.
  • RegentAtlantic Capital first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $9.25K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.